Plan Snapshot
- Plan Sponsor: Zt Motors Of Fort Walton, LP
- Sponsor EIN: 471873593
- Sponsor Address: 777 BEAL PARKWAY, FORT WALTON BEACH, FL, 32547
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 425 | $8.1M | $131,349 | $721,635 |
| 2023 | 217 | $7.9M | $156,353 | $718,119 |
| 2022 | 236 | $8.0M | $285,727 | $841,136 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $20,100 | — | $20,100 | — | — |
| 2023 | $32,470 | — | $32,470 | — | — |
| 2022 | $13,040 | — | $13,040 | — | — |